Beta Wealth Group’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,898
| Closed | -$2.17M | – | 88 |
|
|
2022
Q1 | $2.17M | Buy |
19,898
+4,344
| +28% | +$473K | 1.45% | 24 |
|
|
2021
Q4 | $2.3M | Hold |
15,554
| – | – | 1.66% | 21 |
|
|
2021
Q3 | $2.3M | Buy |
15,554
+3,349
| +27% | +$496K | 1.66% | 21 |
|
|
2021
Q2 | $2.77M | Buy |
12,205
+741
| +6% | +$168K | 1.93% | 20 |
|
|
2021
Q1 | $2.6M | Buy |
+11,464
| New | +$2.6M | 1.89% | 20 |
|